Can I share client statements with clients from AAA?
Can I share client statements with clients from AAA?
Yes, Leaders, BDMs, and APs are authorized to provide client statements. These can be shared with the client’s registered email address upon receiving a formal request.
AAA>>Reports>>Individual clients>>Simplified Ledger under Others or AAA>>Trades>>Clients>>Search & Click on client code>>Select ledger (Report can be shared from AAA to client's register email id using Share Report option in same section.)
You can check client bank details in AAA under client details option (Dashboard>Clients>Search for client code>Click on client name>click on client details) .